About Epsilon
Helping you achieve your financial goals by always assisting you with fit-for-purpose solutions and world class customer service to help you accomplish that dream.
Helping you achieve your financial goals by always assisting you with fit-for-purpose solutions and world class customer service to help you accomplish that dream.
We at Epsilon Money believe in one adage that is “Good Ethics is Good Business”. That is the main reason why we will not sell products to you at the outset, but wait till we know all about you – your dreams, your goals, your aspirations.
This is vital as every need and dream we have, has potential financial consequences – from education to marriage, your own if you are young or that of your children if you are older. Foreign travel or buying a car – every dream every aspiration can be expressed in monetary terms.
At Epsilon, we believe that we should let you dream – leave the tension of how you will plan finance for those dreams to us. We are here to help you and guide you, every step of the way. By always doing the right thing. By gauging your risk profile, investment horizon and recommending products accordingly. By doing what is best for you to achieve your goals.
We help you choose from a comprehensive suite of products (some through us and most through our referral partners) that cover the entire spectrum – from equities and bonds to gold and mutual funds, international funds and stocks, insurance and loans where needed – you name it we will arrange it.
And from this suite we will tailor a basket of financial solutions that is just as unique as your needs. Because what is best for you, is the best for us.
Welcome to Epsilon Money.
To convert goals into financial success stories with trusted expertise & best in class products & services.
To be the trusted partner in the journey of achieving financial success with our range of capabilities and technologically superior solutions customized to your needs and goals.
Our Philosophy is very simple and can be summarized in 5 simple sentences, which are:
We recommend our customer to have a long term & dispassionate view to ignore the short-term noise.
Our approach is independent from the crowd, driven by convictions, data and risk management.
We strive to minimize cost for the investors by offering fair value products and services.
We help customers build holistic portfolio - One of the few firms to offer long term glide path solutions.
We truly believe in the saying that “Our greatest asset and the key to our success will be our People”. We believe that each of needs a sense of dignity, pride and satisfaction in what we do. And this has to be ingrained in the DNA of what we are trying to build from Day 1.
Here is a quick look at the Founding team of Epsilon Money and what they bring to the table in terms of experience, expertise and customer orientation.
Co-founder & Mentor
A fellow member of the Institute of Chartered Accountants of India since 1987, Laxmipat is an ace private equity investor. An expert in Portfolio Management, he has syndicated capital and helped financing of businesses. A proven leader, he is on Board of some large companies as well as founder director for select start ups. He is a veteran in the fields of Financial Services, Hospitality, Real Estate and Entertainment Industries both as a professional and investor in various capacities.
Co-founder & CEO
A Management Graduate, Abhishek has spent past 21 years of his professional life in pursuit of excellence in asset & wealth management. He has been associated with reputed companies like HSBC GAM (India, South East Asia), PGIM AMC, AMEX Bank, HDFC AMC, UTI in various roles including Board Membership and leading Business Management, Sales, Marketing and Product Development. His passion for markets and Investments goes beyond the profession.
At Epsilon, we believe that we should let you dream – leave the tension of how you will plan finance for those dreams to us. We are here to help you and guide you, every step of the way.
Get in TouchWith more than 100 years of combined expertise our Management team has come together with just one aim. To provide you with innovative solutions that will help you achieve your financial dreams.
We are dedicated to providing you with financial solutions that work best for you and help you achieve your financial goals within the timeframe you require. Be it short term goals or even your retirement which may be many years away.
From Indian Equities and Bonds to US Equities and eventually global financial options. We will offer you the entire suite of financial products and guide you as to which one is the best for you.
Not only equities and mutual funds but also Succession Planning, Real Estate, Global Residency, Taxation, Loans and much more through our strategic best-in-class partners. Epsilon will be your one stop solution for all your financial needs.
Of all your holdings across asset classes in one place. Not only what you have invested with us, but also your entire portfolio – consolidated in one place, so you don’t need to go through multiple statements to know how close you are to achieving your financial goals.
Whether you to come to our website or visit any of our branches. Our people are there to help and guide you through every step of your investment journey and make it as seamless as possible.
Astronomically, Epsilon stands for the fifth star in the constellation. The letter E comes from the 5th letter of the Greek Alphabet. E also stands for summation.
For us E denotes Positivity, Possibilities, Open, Stable and most importantly New Age and Technology driven.
The design combination of E + M compliments each other and hence the logo “Epsilon Money”
Hexagon in the logo represents Systematicity, Closely Bonded, Togetherness and One Stop Solution.
At Epsilon, we believe that we should let you dream – leave the tension of how you will plan finance for those dreams to us. We are here to help you and guide you, every step of the way. By always doing the right thing. By gauging your risk profile, investment horizon and recommending products accordingly. By doing what is best for you to achieve your goals.
Get in TouchUnit No. 101, 1st Floor, Simba Towers, CTS no. 67-A/1, Goregaon, Mumbai - 400063
ARN- 243441
Epsilon CIN No: U67190MH2022PTC377576
MultiArk CIN No: U67100MH2022PTC377409
IRDAI Registration Number: CA0866
Corporate Agent (Composite)
